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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HR
2101
Howe & Rusling
New York
$274M -$85.8M -24% 9.51% 66.1% 969 15.58%
OCM
2102
Oakwood Capital Management
California
$274M +$20.6M +8% 2.66% 72.7% 74 10.81%
EHPM
2103
Emery Howard Portfolio Management
California
$272M +$14.1M +5% 6.32% 66.5% 31 12.9%
BIG
2104
Blackthorn Investment Group
Kansas
$272M -$55.6M -17% 3.2% 345 64.06%
KIA
2105
Kopp Investment Advisors
Minnesota
$272M +$16.2M +6% 25.1% 109% 97 14.43%
SOAMC
2106
Spirit of America Management Corp
New York
$272M -$5.21M -2% 1.42% 110% 316 17.72%
AI
2107
Accredited Investors
Minnesota
$271M +$17.7M +7% 7.16% 74% 58 10.34%
BFEC
2108
Benjamin F. Edwards & Company
Missouri
$270M +$20.5M +8% 5.06% 19.7% 893 12.88%
RCM
2109
Radcliffe Capital Management
Pennsylvania
$270M -$22.1M -8% 0% 4.93% 13 0%
PIM
2110
Progressive Investment Management
Oregon
$270M +$11.8M +5% 7.03% 86.3% 53 13.21%
JHWCP
2111
J.H. Whitney Capital Partners
Connecticut
$269M -$58.2M -18% 17.8% 95.7% 1 0%
LPP
2112
LS Power Partners
New York
$269M -$37.3M -12% 8.48% 1 0%
HTHT
2113
Hemenway Trust Hemenway Trust
New Hampshire
$268M +$33.7M +14% 6.53% 58.4% 167 17.37%
FNBTCON
2114
First National Bank & Trust Co of Newtown
Pennsylvania
$268M +$7.2M +3% 1.68% 47.6% 103 5.83%
FAM
2115
Forty4 Asset Management
Illinois
$267M -$19.1M -7% 4.84% 551 79.31%
FG
2116
FSI Group
Ohio
$267M +$14M +6% 6.35% 17.7% 75 30.67%
TA
2117
Tiptree Advisors
New York
$267M -$5.05M -2% 9.74% 37 45.95%
SCG
2118
Strategic Capital Group
Washington
$266M +$65.3M +32% 6.55% 265 11.32%
TBA
2119
Train Babcock Advisors
New York
$266M +$1.71M +0.6% 5.55% 41.9% 123 7.32%
LCM
2120
LVM Capital Management
Michigan
$266M +$14.8M +6% 3.62% 107% 122 10.66%
CFA
2121
Carroll Financial Associates
North Carolina
$265M +$61.2M +30% 2.16% 79.9% 975 21.23%
BEAM
2122
Baker Ellis Asset Management
Washington
$265M +$13.4M +5% 5.2% 89.2% 253 8.3%
SFSIG
2123
San Francisco Sentry Investment Group
California
$265M -$12.7M -5% 5.86% 436% 760 19.34%
WC
2124
Wynnefield Capital
New York
$265M -$1.07M -0.4% 12.2% 110% 38 26.32%
PC
2125
Pomelo Capital
New York
$265M +$5.53M +2% 0.32% 4.35% 104 20.19%